Senior Portfolio Advisor

About the Role

As a Senior Portfolio Advisor at Northern Trust, you will manage a full set of fee-producing investment accounts, primarily for large and sensitive personal trust relationships and individual investors with complex investment needs. This role demands a high level of technical expertise, versatility with a broad range of investment solutions, and continuous growth in utilizing the Goals-Driven client experience, emerging technology, and investment methodologies.

Responsibilities

• Manage investment activities for major fee revenue-producing accounts, including large and sensitive high-net-worth personal trusts and complex individual investment portfolios.
• Develop, recommend, and direct the execution of investment programs tailored to achieve specific client objectives.
• Analyze and plan overall investment strategy, revising continuously as client goals evolve, while collaborating proactively with the broader client service team.
• Maintain an influential presence within the local client-facing team and with clients, co-trustees, consultants, legal teams, and outside attorneys to ensure alignment and coordination of portfolio activity.
• Demonstrate mastery of new investment strategies, tools, and capabilities, including portfolio research and methodologies, through engagement with National Investment and Goals-Driven Wealth Management Practices.
• Participate in thought leadership publications, educational opportunities, and practice-hosted symposiums and events.
• Maintain accountability for personal adherence to best practices as measured by the PM Dashboard and related reporting.
• Execute initiatives, new capability rollouts, and required training to support business and investment practice objectives.
• Provide continuous feedback to leadership on areas for improvement related to national initiatives, changes, and expectations.
• Adhere to National Investment Guidelines, feedback from the REV peer review process, and sound risk management practices.
• Serve on standing investment services committees and participate in special projects as needed.
• Lead problem-solving efforts, applying sophisticated analytical thought to identify innovative solutions.
• Impact the achievement of customer, operational, project, and service objectives.

Requirements

• Knowledge of investment and portfolio management theory, accounting and financial principles, investment strategies and instruments, and characteristics of various marketplaces, typically acquired through formal education and relevant work experience.
• Demonstrated decision-making, sales, and negotiation skills to contribute to market revenue generation and resolve sensitive or complex situations.
• Specialized depth and/or breadth of expertise within the role, with the ability to interpret internal and external business challenges and recommend best practices.
• Ability to communicate complex concepts and influence others to adopt different perspectives.
• Minimum of 8–12 years of investment experience, which may include research, with a track record of long-term investment performance meeting stated objectives.
• Ability to lead functional teams or projects with moderate resource requirements, risk, and/or complexity.

Work Authorization

Applicants must be authorized to work in the U.S. without the need for employment-based visa sponsorship now or in the future. Northern Trust will not sponsor applicants for U.S. work visa status for this opportunity.

Benefits

• Flexible and collaborative work culture with a strong history of financial strength and stability.
• Opportunities for internal movement and accessible senior leadership.
• Commitment to an inclusive workplace and community support.
• Philanthropic initiatives deeply rooted in Northern Trust’s culture, with employees encouraged to give back to their communities.

Reasonable Accommodation

Northern Trust is committed to working with and providing adjustments to individuals with health conditions and disabilities. If you need a reasonable accommodation for any part of the employment process, please email the HR Service Center at MyHRHelp@ntrs.com or discuss your requirements with the recruiter.